Makai F. Elep

ZEGA INVESTMENTS

SCOTTSDALE, AZ

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CRD#: 7519850

Professional summary

Makai Florante Elep, who also goes by Makai Elep, is a registered financial advisor currently at ZEGA INVESTMENTS, LLC located in Scottsdale, Arizona.

Makai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Makai has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Makai Elep

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Makai Florante Elep's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2025 - Present

ZEGA INVESTMENTS, LLC

RIA

CRD#: 330428

SCOTTSDALE, AZ

Past

February 10, 2025 - October 8, 2025

BRADLEY WEALTH LLC

RIA

CRD#: 131808

SCOTTSDALE, AZ

Past

April 28, 2023 - May 15, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHANDLER, AZ

Past

February 24, 2023 - May 15, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHANDLER, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ZEGA INVESTMENTS, LLC

LUCKINBILL FINANCIAL ADVISORS | ZEGA INVESTMENTS, LLC | ZEGA INVESTMENTS

CRD#: 330428 / SEC#: 801-130244

RIA

Registered Investment Advisory firm - (6/3/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(10/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/26/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/24/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/28/2022

Securities Industry Essentials Examination

Current Firm

ZEGA INVESTMENTS, LLC

LUCKINBILL FINANCIAL ADVISORS | ZEGA INVESTMENTS, LLC | ZEGA INVESTMENTS

CRD#: 330428 / SEC#: 801-130244

RIA

Registered Investment Advisory firm - (6/3/2024 Approved)

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Contact information

Main Address

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410

Mailing Address

Phone number

(800) 380-9342

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ZEGA ADV PART 2A (4/7/2025)

Regulatory assets under management

Total Number of Accounts	1,698
AUM (Assets Under Management)	$ 548,799,511

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Makai F. Elep

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Makai Florante Elep's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZEGA INVESTMENTS, LLC

BRADLEY WEALTH LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ZEGA INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/26/2023

Series 7TO

Date: 2/24/2023

SIE

Date: 12/28/2022

Current Firm

ZEGA INVESTMENTS, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ZEGA INVESTMENTS, LLC

TRUST BUT VERIFY

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